Overview
- Headquarters
- Cincinnati, OH
- Total Firm Assets
- $21.0 billion
- Average High-Net-Worth Client Portfolio Size
- $9.0 million
Recent Rankings
Fee Disclosure
Source: BAHL & GAYNOR ADV PART 2A 7/2026 (2026-07-07)
· View brochure text
Latest filing: BAHL & GAYNOR ADV PART 2B 7/2026 (2026-07-07)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.85% |
| $3,000,001 | $5,000,000 | 0.65% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $265,000 | 0.53% |
| $100 million | $515,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 33.36%
- Number of High-Net-Worth Clients
- 779
- Total Client Accounts
- 3,251
- Discretionary Accounts
- 3,213
- Non-Discretionary Accounts
- 38
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 106139
- BAHL & GAYNOR ADV PART 2A 7/2026 (2026-07-07) (fee schedule source) · View brochure text
- BAHL & GAYNOR ADV PART 2B 7/2026 (2026-07-07) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗